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VictoriaSerles, CPA

President (CA Insurance License #OH26510)

Prior to assuming leadership of Seidman Private Advisors, LLC, Victoria was a Family Wealth Tax Partner with BDO Seidman, LLP in Seattle, Washington. Before joining BDO, she was the managing partner and valuation analyst for the regional accounting firm of Hersman Serles, P.S. She has been providing estate planning, wealth management and valuation services to executives, professionals and businesses since 1975.

Victoria’s experience includes financial planning, asset management, estate planning and design and valuation services. Her public and private experience includes international banking, finance, mergers and acquisitions, real estate syndication, and estate and trust administration. A comprehensive knowledge of business, combined with successful strategies, has enabled Victoria to help enhance the wealth accumulation of her clients.

Victoria spent her first eight years working with venture capital firms, raising capital, building business plans and assisting start-up companies with strategic business and stock option planning. She was the founder of Hersman Serles, P.S., The National Network of Estate Planning CPAs, Solomon Financial Services and The Alongside Foundation.

Victoria Serles, Cordell Almond, Shane Payette, Jimmy Averitt, Brittany Gabelein, Kevin Kepler, and Shawna Houston Stiles are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MI, NC, NJ, NY, OK, OR, PA, SC, TX, VT, and WA. No insurance business may be conducted outside these states referenced.

Seidman Private Advisors, LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Seidman Private Advisors, LLC is registered with the Washington State Department of Financial Institutions Securities Division.

*Seidman Private Advisors, LLC, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.